Artificial Intelligence thread

Hyper

Junior Member
Registered Member
Gemini 3 Pro and even its Deep Think version already feel nerfed just weeks later.... Google is watering down, and its no where close to the perf/power/intelligence of the benchmarks...

What Deepseek isnt admitting to is that with Kimi K2 Thinking, Z-Image, Qwen models and its own V3.2, all open-weights and open license, it establishes a permanent cognitive floor... that will hit white collar knowledge workers in the US the hardest while making the US AI tech companies ability to extract AI API tax from the rest of the world, including US itself, much harder...

OpenAI, Anthropihic, will never turn a profit. AGI is no where in site, LLMs rate are plateuing, and US AI companies are not advancing fast enough to outrun its cash spend vs gpu obselence vs Chinese open weights pressure

High HA EUV is end of road, China will soon catch up with SMEE/SMIC/Huawei...

LLMs /Transformers will never get us to full AGI...

In the beginning of 2025 folks were hoping China might eventually come out with a reasoning model on par with o1 by end of year... I think we are well past that now.

We have seen how fragile US really is if China presses hard on REE cards...

Deepseek is being disingenious on level of Gordan Chang here, its the West that is running out of time, a dollar short and day late... earlier this year I was legit worried it waa going to be the other way around...

China has already won
Google definitely nerfs their models. But DeepThink requires 20k TPUs. So it's understandable that they only keep it open for use for a few days before removing it.
 

tphuang

General
Staff member
Super Moderator
VIP Professional
Registered Member
Chinese firms are famous for humble brag. Where they understate the performance of their own product. At this point, it's quite clear the Chinese open source models are far closer to the American closed source models than at this point last year. V3.2 Speciale is SOTA and Kimi K2 was SOTA at its release. You couldn't have said anything like that a year ago.
Genuine use of AI in real life application esp in enterprise use is boring as hell. Your average person doesn't wanna hear about it. There are a lot of genuine AI companies that people will never hear about because they work on the backend that's frankly too complicated and boring for them. Even though ironically That's where the real change happens. That's why you have people like Sam who are doing all this hyping nonsense about stuff like AGI and yet it is him who they listen to.
Well a lot of wall street investors are convinced of the value of this thing because they think that it gives them all this productivity so they can do things that they couldn’t do before.

believe me, I have talked to people like this. But the issue is that the actually $ you can access is still the same pool. So unless you can win international competitions, there is no additional money coming in. While other countries can just use open source model.

so much of the basis behind ai investment is really flawed.
 

Engineer

Major
If they can't compete with open models, they just won't let anyone run open models. GPUs are already outrageously expensive. They are now starting to price out regular folks of RAMs too.
 

tankphobia

Senior Member
Registered Member
If they can't compete with open models, they just won't let anyone run open models. GPUs are already outrageously expensive. They are now starting to price out regular folks of RAMs too.
Pricing out is an understatement, we are starting to see major players withdrawing from the consumer market entirely due to the mismatch in profitability.
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